IA
MHN

IFP Advisors’s BlackRock MuniHoldings New Yrok Quality Fund MHN Stock Holding History

IFP Advisors’s Portfolio MHN Stock Details MHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15,035
Closed -$189K – 4025
2022
Q4 		$189K Sell
15,035
-7,690
-34% -$76.3K 0.01% 1383
2022
Q3 		$285K Buy
+22,725
New +$247K 0.01% 1224
2017
Q4 		– Sell
-9
Closed – – 3983
2017
Q3 		$0 Hold
9
– – ﹤0.01% 4153
2017
Q2 		$0 Buy
+9
New +$124 ﹤0.01% 4164

Other funds holding MHN

MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
CC
Claybrook Capital Wellesley, Massachusetts $175M AUM 10.74% 1-Year Est. Return

IFP Advisors's MHN Position: Q1 2023 in Review

IFP Advisors sold out of BlackRock MuniHoldings New Yrok Quality Fund (MHN) in Q1 2023, closing a stake of 15,035 shares — an estimated $189K sold.

IFP Advisors first reported a position in MHN in Q2 2017 and held it in 4 quarters. The position peaked at $285K in Q3 2022. 51 funds tracked by Wall St. Rank hold MHN as of Q1 2023.

  • IFP Advisors reported no remaining BlackRock MuniHoldings New Yrok Quality Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 15,035 BlackRock MuniHoldings New Yrok Quality Fund shares in Q1 2023, an estimated $189K.
  • IFP Advisors first reported a position in BlackRock MuniHoldings New Yrok Quality Fund in Q2 2017 and held it in 4 quarters.
  • IFP Advisors's BlackRock MuniHoldings New Yrok Quality Fund position peaked at $285K in Q3 2022.
  • 51 funds tracked by Wall St. Rank held BlackRock MuniHoldings New Yrok Quality Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.